Strategic Advisors LLC - Portfolio overview
Strategic Advisors LLC has 193 reported holdings in this dataset, with the latest filing dated 2026-05-14.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC, 7.85%
- NVDA - NVIDIA CORPORATION, 5.44%
- SCHB - SCHWAB STRATEGIC TR, 4.52%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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